REFERRAL PARTNERS
Financing Questions Often Extend Beyond the Adviser's Core Mandate
A client may require acquisition financing, refinancing, working capital, asset-supported debt, or a more flexible capital structure without having an internal debt capital markets team.
Jannu provides focused financing analysis and process support while allowing the originating adviser to remain informed and appropriately involved.
Professionals Trusted With Important Client Decisions
Attorneys
Clients facing acquisitions, ownership transitions, refinancing events, restructurings, or other material financing decisions.
Accountants and Financial Advisers
Companies requiring financing-readiness support, capital-structure perspective, or preparation before lender outreach.
Commercial Bankers
Clients whose requirements fall outside current bank criteria, capacity, structure, or timing.
M&A Advisers
Transactions requiring acquisition financing, seller liquidity, refinancing, or confirmation of available debt capacity.
Fractional CFOs and Consultants
Management teams that need additional private-credit market knowledge and transaction support.
Wealth and Family Advisers
Business owners evaluating recapitalizations, liquidity events, succession, or ownership transitions.
Clear Roles, Controlled Communication, and No Unnecessary Distribution
Initial Screening
We review the financing need and determine whether the situation appears appropriate for further assessment.
Defined Communication
We establish how the client, referral partner, and Jannu will communicate before the process begins.
Targeted Engagement
Lender outreach is focused on relevance and conducted only after the company approves the information and approach.
Ongoing Visibility
The referral partner can remain informed at an appropriate level, subject to the client's instructions and confidentiality requirements.
RELATIONSHIP PROTECTION
The Referral Should Strengthen Client Trust
Jannu does not seek to replace the client's attorney, accountant, banker, consultant, or other trusted adviser.
Our role is limited to financing strategy, readiness, lender selection, and process coordination. Professional responsibilities remain clearly defined throughout the engagement.
The client relationship remains yours. The financing process remains disciplined.
When a Conversation With Jannu May Be Useful
- Acquisition or add-on financing
- Refinancing or approaching debt maturity
- Growth or capital-expenditure financing
- Working-capital or liquidity requirements
- Asset-supported or complex financing needs
- Companies receiving inconsistent or limited lender feedback
A preliminary discussion does not create an engagement or guarantee that financing is available.
Independent Advice. Independent Professional Responsibilities.
Jannu Capital does not provide legal, tax, accounting, investment, or credit approval services.
Each professional remains responsible for advice within their field. Prospective lenders independently conduct underwriting, propose terms, and approve or decline financing.
Discuss a Client Financing Situation
Provide a preliminary, non-confidential overview. Jannu will assess whether the situation appears appropriate for an initial conversation.